Owens Investment Advisors LLC
Owens Investment Advisors LLC (CRD# 298900) is a financial advisory firm headquartered in , . They manage $13,842,562 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Owens Investment Advisors LLC
By the Numbers
-
Total Assets Under Management14MILLION
-
Total Number of Accounts65ACCOUNTS
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Average Account Value$212,962
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Owens Investment Advisors LLC
1
Alex Clark (CRD# 6741273) is an Investment Advisor Representative working at Owens Investment Advisors LLC in Mission Viejo, CA and has over 7 years of experience in the finance industry.
2
David Owens (CRD# 5467403) is an Investment Advisor Representative working at Owens Investment Advisors LLC in Mission Viejo, CA and has over 16 years of experience in the finance industry.
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